Anic Equity¶
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Total return since start: 0.548 %¶
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Equity now: -----------------------------> 47284.56 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45889.69 Kr¶
PnL: ---------------------------------------> -998.88 Kr¶
DD now: ---------------------------------> -2.766 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 13:56:21.630974'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.630000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | -2.900000 | 3010.000000 | 83.000000 | 2.840000 | 2927.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.900000 | 387.400000 | 32.400000 | 9.130000 | 355.000000 |
| Corem Property Group B | 59 | -2.180000 | 608.880000 | 31.880000 | 5.530000 | 576.999999 |
| AcadeMedia | 12 | -3.120000 | 588.240000 | 31.240000 | 5.610000 | 557.000004 |
| Resurs Holding | 22 | -1.700000 | 599.060000 | 25.060000 | 4.370000 | 573.999998 |
| MedCap | 2 | -2.630000 | 444.000000 | 23.000000 | 5.460000 | 421.000000 |
| Boozt | 12 | -1.490000 | 1671.600000 | 17.600000 | 1.060000 | 1653.999996 |
| SAAB B | 8 | -0.420000 | 3392.800000 | 15.800000 | 0.470000 | 3377.000000 |
| HMS Networks | 2 | -3.100000 | 688.800000 | 15.800000 | 2.350000 | 673.000000 |
| Eastnine | 4 | -0.160000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Securitas B | 6 | -0.820000 | 583.800000 | 13.800000 | 2.420000 | 570.000000 |
| Beijer Electronics Group | 26 | -3.530000 | 2984.800000 | 13.800000 | 0.460000 | 2971.000006 |
| Swedbank A | 3 | -0.700000 | 577.050000 | 13.050000 | 2.310000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| OEM International B | 7 | -1.170000 | 532.700000 | 4.700000 | 0.890000 | 527.999997 |
| Coor Service Management Hold. | 8 | -1.030000 | 536.400000 | 4.400000 | 0.830000 | 532.000000 |
| Karnov Group | 9 | -0.660000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Norva24 Group | 16 | -3.620000 | 545.920000 | 2.920000 | 0.540000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.670000 | 248.640000 | 2.640000 | 1.070000 | 246.000000 |
| Intrum | 4 | -3.630000 | 525.600000 | -1.400000 | -0.270000 | 527.000000 |
| Creaspac SPAC | 6 | 0.000000 | 575.400000 | -1.600000 | -0.280000 | 577.000002 |
| Handelsbanken A | 5 | -1.410000 | 540.000000 | -6.000000 | -1.100000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.300000 | 3444.040000 | -9.960000 | -0.290000 | 3453.999992 |
| Midsona B | 63 | -1.870000 | 563.220000 | -19.780000 | -3.390000 | 582.999984 |
| Essity B | 2 | -1.640000 | 551.400000 | -22.600000 | -3.940000 | 574.000000 |
| CTEK | 13 | -2.090000 | 506.610000 | -27.390000 | -5.130000 | 533.999999 |
| Essity A | 4 | -2.300000 | 1104.000000 | -45.000000 | -3.920000 | 1149.000000 |
| International Petroleum Corp. | 5 | -1.520000 | 549.500000 | -45.070000 | -7.580000 | 594.565215 |
| Vivesto | 1368 | 0.800000 | 551.580000 | -61.420000 | -10.020000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.470000 | 3752.000000 | -98.000000 | -2.550000 | 3850.000000 |
| Fasadgruppen Group | 35 | 2.150000 | 3654.000000 | -157.000000 | -4.120000 | 3810.999990 |
| Axfood | 13 | 0.150000 | 3588.000000 | -168.000000 | -4.470000 | 3756.000001 |
| OX2 | 18 | -2.550000 | 1411.200000 | -252.800000 | -15.190000 | 1663.999992 |
| Ovzon | 52 | -2.900000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 45889.690000 | -998.880000 | -2.76647% | 46888.564618 |
Updated:¶
'2023-01-25 13:56:34.636965'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
